Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding T. Rowe Price Retirement 2015 Mutual fund in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SERVICE ELECTRIC CABLEVISION, INC. SERVICE ELECTRIC CABLEVISION, INC. SAVINGS PLAN | ALLENTOWN PA | 128 | $24.9M | $1.9M |
| 2 | TELECARE CORP. TELECARE CORPORATION - RETIREMENT PLAN FOR LA CASA EMPLOYEES REPRESENTED BY SEIU-UHW UNITED HEALTHCARE WORKERS WEST | ALAMEDA CA | 138 | $4.3M | $1.2M |
| 3 | U.M. FDSP ASSOCIATES, P.A. |
BALTIMORE MD |
| 201 |
| $9.8M |
| $446K |
| 4 | EMI INDUSTRIES LLC EMI INDUSTRIES, LLC 401(K) & BONUS PLAN | TAMPA FL | 317 | $17.9M | $269K |
| 5 | MILLWORK HOLDINGS CO., INC. LF DISTRIBUTION HOLDING 401(K) PLAN | NEW YORK NY | 496 | $62.3M | $143K |
| 6 | TRI-VALLEY, INC. TRI-VALLEY, INC. 403(B) PLAN | DUDLEY MA | 245 | $4.6M | $82K |
| 7 | TRI-VALLEY, INC. TRI-VALLEY, INC. PENSION TRUST | DUDLEY MA | 162 | $6.4M | $63K |
| 8 | EASTLAND FOOD CORPORATION EASTLAND FOOD CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | JESSUP MD | 208 | $13.7M | $5K |
